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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3501	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$206K	+$191K	1	0.05%	New
3502	FI Financial Insights Tacoma, Washington	$206K	+$191K	1	0.07%	New
3503	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$206K	+$191K	1	0.06%	New
3504	WCM Wallace Capital Management Dallas, Texas	$206K	+$191K	1	0.03%	New
3505	ORC O'Rourke & Company Boston, Massachusetts	$205K	+$191K	1	0.09%	New
3506	TWM Tanager Wealth Management Goring On Thames, United Kingdom	$205K	+$191K	1	0.02%	New
3507	PA PharVision Advisers Boca Raton, Florida	$205K	+$191K	1	0.12%	New
3508	SAM Satovsky Asset Management New York	$205K	+$190K	1	0.04%	New
3509	CA Crumly & Associates Springfield, Illinois	$205K	+$190K	1	0.04%	New
3510	WP Westmount Partners Los Angeles, California	$205K	+$190K	1	0.05%	New
3511	FA Fedenia Advisers Madison, Wisconsin	$205K	+$190K	1	0.08%	New
3512	BW Blalock Williams Alexander City, Alabama	$205K	+$191K	1	0.18%	New
3513	TCM Traub Capital Management Needham, Massachusetts	$204K	+$39.4K	1	0.2%	Increased
3514	RFW Rainier Family Wealth Tacoma, Washington	$204K	-$87.2K	1	0.18%	Reduced
3515	DJYG David J. Yvars Group University Park, Florida	$204K	+$189K	1	0.11%	New
3516	PFG Prosperity Financial Group San Ramon, California	$203K	+$182K	1	0.07%	New
3517	VCMGDR Vinland Capital Management Gestora de Recursos Sao Paulo, Brazil	$202K	+$142K	1	2.61%	New
3518	PP Postrock Partners Overland Park, Oregon	$202K	+$181K	1	0.09%	New
3519	CFP Curran Financial Partners Daniel Island, South Carolina	$202K	-$29.8K	1	0.04%	Reduced
3520	DI DAGCO Inc Westlake, Ohio	$202K	+$621	2	0.05%	Increased
3521	BOM Bank of Marin Novato, California	$201K	+$186K	1	0.14%	New
3522	Stonehage Fleming Financial Services St. Helier, Jersey	$201K	$0	1	0.01%	Maintained
3523	CWM Cherrydale Wealth Management Hoboken, New Jersey	$201K	+$186K	1	0.06%	New
3524	PWM Partners Wealth Management Carmel By The Sea, California	$200K	+$186K	1	0.2%	New
3525	WWA Wealth Watch Advisors Englewood, Colorado	$199K	+$182K	3	0.08%	New